Collective Family Office, LLC

Collective Family Office, LLC (CRD# 301274) is a financial advisory firm headquartered in York, PA. They manage $366,360,496 in 373 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $982,200
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, PA

Financial Advisors at Collective Family Office, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian D. Luster
CRD#: 5065637
235 St. Charles Way, Suite 200, York, PA 17402

Brian Luster (CRD# 5065637) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 14 years of experience in the finance industry.

2
David S. Sivel
CRD#: 2632323
235 St. Charles Way, Suite 200, York, PA 17402

David Sivel (CRD# 2632323) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 22 years of experience in the finance industry.

3
Trevor N. Hoffman
CRD#: 7085552
235 St. Charles Way, Suite 200, York, PA 17402

Trevor Hoffman (CRD# 7085552) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has 1 year of experience in the finance industry.

4
Noah C. Leftridge
CRD#: 7822613
235 St. Charles Way, Suite 200, York, PA 17402

Noah Leftridge (CRD# 7822613) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.